Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

From a continuing care retirement community to an independent living village, retirees have a lot of ways to live out their ...

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Midwestern Millionaires might not actually live in the Midwest, but they share a saver's mindset. These retirement strategies ...

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Keeping more of your money in retirement is paramount, and tax time provides ways to protect and maximize your nest egg. Here ...

If so, you'll soon be withdrawing some money you may have in a retirement account. The IRS requires it. It's called a ...

I am a 68-year-old woman married to a 75-year-old man.

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Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...